Investor Presentaiton
How do I invest?
• Investments in Opportunity Zones are made through Qualified Opportunity
Funds. You must make your investment through a Qualified Opportunity Fund
in order qualify for any benefit.
What is a Qualified Opportunity Fund?
• A Qualified Opportunity Fund is any investment vehicle that files either a
corporate or partnership federal income tax return and is organized for the
specific purpose of investing in Opportunity Zone assets.
What are the requirements for the Qualified Opportunity Fund?
• To become a Qualified Opportunity Fund, an eligible investment vehicle must
self-certify by filing IRS Form 8996 with its federal income tax return.
• If the Qualified Opportunity Fund holds at least 90% of its assets in
Opportunity Zone property, the fund can invest in as many qualified
Opportunity Zones as it desires.View entire presentation